"It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it."
- Ralph Waldo Emerson
The regulations affecting estate planning are complex and continually changing. Many owners today have implemented ways to pay the taxes but few have implemented creative methods to reduce the tax. Plans also must take into consideration how they interact with your objectives and with every area of your business and personal financial plan. If not, your after-tax returns may suffer. One of the best protections is to have well-versed professionals help in the planning from the ground up.
Since 1988, we have specialized in getting successful people to slow down long enough to let our advisors help them identify their long-term personal and business goals and design a custom-tailored plan for achieving them.
Our advisors specialize in the evaluation of your financial position in terms of your personal goals. Working with you, they assist in defining, verbalizing, and formalizing short- and long-term objectives. Then, based on these facts, feelings and objectives,  a custom-made estate plan is developed to help you achieve them.
One primary wealth management task is to ensure the perpetuation and distribution of your wealth according to your goals. One key to successful wealth management is rapport based on our understanding of who you are and where you are headed.
Keeping current with the maze of rules and regulations is a full-time job. Modifications to the law or the enactment of a new law can impact critical elements of your personal and business financial plans. To offset any adverse impact that these changes would have on you, our advisors design your plan to help assure flexibility to implement changes as quickly as possible.
Our in-house tax professionals offer more than 35 years of experience and can closely monitor all of the components of your estate plan. Paying careful attention to detail helps ensure that your plan meets all your business and personal objectives as well as local, state, and federal tax requirements.
Our advisors use the word "personal" in explaining our service and they mean personal as in confidential. They design and implement comprehensive, custom-made estate plans that take into account the reality of your personal and business situation.
To achieve this, our advisors work closely with your attorneys, accountants, and other financial advisors, the people you trust and feel most comfortable turning to for assistance, to provide services in the following areas:
  • Complete review of all documents.
  • Compute federal and state, estate gift, and generation-skipping taxes.
  • Devise estate tax reduction strategies consistent with your objectives.
  • Prepare business succession plans designed to meet short- and long-term client objectives.
  • Answer legal questions in areas of estate, gift, corporate and income tax, non-qualified deferred compensation, business succession planning, and other complex planning scenarios.
  • Analyze retirement planning and/or plans for financial independence.
  • Review insurance plans, current and projected, to coordinate with your personal and business objectives.
  • Review and devise executive compensation packages.
  • Coordinate the efforts of your advisory team.
  • Annual review and refinement of your plans.
Let us help you protect the place you have earned in the world and the people who share it with you.
Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.